First Western Financial Inc
MYFW- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001327607
In the last 90 days, First Western Financial Inc insiders filed 0 open-market purchases and 1 sale; 103 institutions reported holding it in 13F filings for Q2 2026, worth $214.6M in total; no superinvestor holds it.
13F holders, Q1 2024
Institutional positions in First Western Financial Inc as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 57
- −3 vs. Q4 2023
- Shares held
- 5.46M
- +75.8K (+1.4%) vs. Q4 2023
- Total value
- $80.3M
- −$26.5M (−24.8%) vs. Q4 2023
- New holders
- 4
- 20 more added
- Sold out
- 7
- 17 more reduced
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MYFW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 103 | $214.6M |
| Q1 2026 | 95 | $163.4M |
| Q4 2025 | 94 | $173.7M |
| Q3 2025 | 92 | $145.0M |
| Q2 2025 | 83 | $135.4M |
| Q1 2025 | 71 | $114.2M |
| Q4 2024 | 67 | $115.2M |
| Q3 2024 | 71 | $112.0M |
| Q2 2024 | 63 | $95.3M |
| Q1 2024 | 57 | $80.3M |
| Q4 2023 | 60 | $106.8M |
| Q3 2023 | 58 | $96.0M |
| Q2 2023 | 59 | $94.9M |
| Q1 2023 | 59 | $96.6M |
| Q4 2022 | 62 | $137.3M |
| Q3 2022 | 64 | $120.1M |
| Q2 2022 | 70 | $130.2M |
| Q1 2022 | 61 | $136.1M |
| Q4 2021 | 53 | $120.8M |
| Q3 2021 | 48 | $107.5M |
| Q2 2021 | 50 | $94.5M |
| Q1 2021 | 56 | $95.3M |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding First Western Financial Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 22 | $0 | 0.00% | −17−43.6% | Reduced |
| Versant Capital Management, Inc | 12 | $175 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 25 | $365 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 189 | $2.76K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 274 | $4.00K | 0.00% | −461−62.7% | Reduced |
| FMR LLC | 415 | $6.05K | 0.00% | +327+371.6% | Added |
| Ameritas Investment Partners, Inc. | 592 | $8.63K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 660 | $9.62K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 806 | $11.8K | 0.00% | −513−38.9% | Reduced |
| Citigroup Inc | 1,548 | $22.6K | 0.00% | +298+23.8% | Added |
| Tower Research Capital LLC (TRC) | 2,239 | $32.6K | 0.00% | +1,717+328.9% | Added |
| Acadian Asset Management LLC | 3,867 | $56.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 3,950 | $57.6K | 0.00% | −34−0.9% | Reduced |
| BNP Paribas Arbitrage, SA | 3,968 | $57.9K | 0.00% | +1,599+67.5% | Added |
| Wells Fargo & Company | 4,429 | $64.6K | 0.00% | +364+9.0% | Added |
| New York State Common Retirement Fund | 5,569 | $81.2K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,780 | $99.0K | 0.00% | −2,165−24.2% | Reduced |
| Deutsche Bank AG | 7,201 | $105.0K | 0.00% | +640+9.8% | Added |
| UBS Group AG | 7,975 | $116.3K | 0.00% | +81+1.0% | Added |
| Bank of America Corp | 9,223 | $134.5K | 0.00% | −5,954−39.2% | Reduced |
| Barclays PLC | 9,270 | $135.2K | 0.00% | −4,188−31.1% | Reduced |
| JPMorgan Chase & Co | 10,564 | $154.0K | 0.00% | +1,875+21.6% | Added |
| Two Sigma Advisers, LP | 10,600 | $154.5K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 10,855 | $158.3K | 0.00% | −4,678−30.1% | Reduced |
| Rhumbline Advisers | 12,299 | $179.3K | 0.00% | +278+2.3% | Added |
| Lido Advisors, LLC | 13,924 | $203.0K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 20,962 | $305.6K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 21,014 | $306.4K | 0.00% | +21,014 | New |
| Invesco Ltd. | 21,977 | $320.4K | 0.00% | +21,977 | New |
| Empowered Funds, LLC | 22,304 | $325.2K | 0.01% | +1,575+7.6% | Added |
| Bank of New York Mellon Corp | 22,449 | $327.3K | 0.00% | −811−3.5% | Reduced |
| Raymond James & Associates | 25,000 | $364.5K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 25,505 | $371.9K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 31,300 | $456.0K | 0.00% | +19,200+158.7% | Added |
| RMB Capital Management, LLC | 41,967 | $611.9K | 0.01% | +22,238+112.7% | Added |
| Bridgeway Capital Management, LLC | 43,655 | $636.5K | 0.01% | −42,325−49.2% | Reduced |
| Cresset Asset Management, LLC | 45,316 | $660.7K | 0.00% | +45,316 | New |
| Cherry Creek Investment Advisors, Inc. | 51,939 | $757.3K | 0.41% | −6,000−10.4% | Reduced |
| Northern Trust Corp | 67,552 | $984.9K | 0.00% | +3,879+6.1% | Added |
| Stifel Financial Corp | 77,000 | $1.12M | 0.00% | 00.0% | Unchanged |
| Mendon Capital Advisors Corp | 31,277 | $1.17M | 0.68% | −25,786−45.2% | Reduced |
| State Street Corp | 107,495 | $1.57M | 0.00% | 00.0% | Unchanged |
| First Western Trust Bank | 121,120 | $1.77M | 0.08% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 148,443 | $2.16M | 0.00% | +4,637+3.2% | Added |
| Tieton Capital Management, LLC | 151,150 | $2.20M | 1.16% | −1,610−1.1% | Reduced |
| Geode Capital Management, LLC | 163,613 | $2.39M | 0.00% | +2,697+1.7% | Added |
| Diamond Hill Capital Management Inc | 168,354 | $2.45M | 0.01% | +6,536+4.0% | Added |
| Strategic Value Bank Partners LLC | 220,663 | $3.22M | 2.10% | +220,663 | New |
| Kennedy Capital Management, Inc. | 246,196 | $3.59M | 0.07% | −56,602−18.7% | Reduced |
| Alliancebernstein L.P. | 330,023 | $4.81M | 0.00% | −4,712−1.4% | Reduced |
| Punch & Associates Investment Management, Inc. | 346,915 | $5.06M | 0.29% | +79,545+29.8% | Added |
| Wasatch Advisors Inc | 363,990 | $5.31M | 0.03% | +46,172+14.5% | Added |
| FJ Capital Management LLC | 369,263 | $5.38M | 0.55% | 00.0% | Unchanged |
| Vanguard Group Inc | 369,313 | $5.38M | 0.00% | +4,415+1.2% | Added |
| North Reef Capital Management LP | 401,832 | $5.86M | 0.31% | −41,659−9.4% | Reduced |
| BlackRock Inc. | 510,210 | $7.44M | 0.00% | −24,248−4.5% | Reduced |
| Banc Funds Co LLC | 766,386 | $11.2M | 1.26% | +8,000+1.1% | Added |
| Franklin Resources Inc | 0 | $0 | 0.00% | −110,706−100.0% | Sold out |
| Biltmore Family Office, LLC | 0 | $0 | 0.00% | −45,316−100.0% | Sold out |
| Family Management Corp | 0 | $0 | 0.00% | −30,515−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −16,084−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −4,220−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −490−100.0% | Sold out |